IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Top Buys

1
+$818M
2
+$62.3M
3
+$27.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$22.2M

Top Sells

1
+$31.4M
2
+$27.1M
3
+$26.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.1M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3826
$5K ﹤0.01%
295
3827
$5K ﹤0.01%
+114
3828
$5K ﹤0.01%
130
-174
3829
– –
0
3830
$5K ﹤0.01%
+242
3831
$5K ﹤0.01%
+250
3832
$5K ﹤0.01%
+2,000
3833
$5K ﹤0.01%
+277
3834
– –
0
3835
$5K ﹤0.01%
+416
3836
$5K ﹤0.01%
156
+133
3837
$5K ﹤0.01%
+200
3838
$5K ﹤0.01%
300
3839
$5K ﹤0.01%
+100
3840
$5K ﹤0.01%
319
+69
3841
$5K ﹤0.01%
+2,000
3842
$5K ﹤0.01%
+200
3843
$5K ﹤0.01%
+3,400
3844
$5K ﹤0.01%
92
+74
3845
$5K ﹤0.01%
145
+40
3846
$5K ﹤0.01%
190
+30
3847
$4K ﹤0.01%
267
3848
$4K ﹤0.01%
+475
3849
$4K ﹤0.01%
+29
3850
$4K ﹤0.01%
300
152 153
154
155 156